Whalen Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$531K	Buy	+10,407	New	+$531K	0.33%	89
2025 Q1	–	Sell	-153,187	Closed	-$7.79M	–	138
2024 Q4	$7.79M	Buy	+153,187	New	+$7.79M	5.4%	2